Uploaded October 2025 | Updated September 2026, 2 weeks ago
Barry Ritholtz sits down with Joe Davis, Vanguard’s global chief economist, to map the biggest forces moving markets right now. They’ll dig into how AI could lift productivity, why aging workforces and heavy deficits pull the other way, and what the push-and-pull means for growth, inflation, and returns. Walk out with a sharper view of the risks and a playbook for positioning ahead of them.
Barry Ritholtz sits down with Joe Davis, Vanguard’s global chief economist, to map the biggest forces moving markets right now. They’ll dig into how AI could lift productivity, why aging workforces and heavy deficits pull the other way, and what the push-and-pull means for growth, inflation, and returns. Walk out with a sharper view of the risks and a playbook for positioning ahead of them.
